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Top 30 Best Client relationships in Rochester, New York

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  • #241

    David Kleeman - TIAA Wealth Management Advisor

    ● Closed
    35 Celebration Dr Floor 1, Rochester, NY 14620, United States
    877-209-3144
    locations.tiaa.org

    David Kleeman - TIAA Wealth Management Advisor is a reputable financial institution located at 35 Celebration Drive in Rochester, New York.

    Photo of David Kleeman - TIAA Wealth Management Advisor - 35 Celebration Drive, Rochester, NY 14620, USA
    Financial Service
    Details
  • #242

    Matthew Melia - TIAA Wealth Management Advisor

    ● Open
    35 Celebration Dr Floor 1, Rochester, NY 14620, United States
    877-209-3144
    locations.tiaa.org

    Matthew Melia - TIAA Wealth Management Advisor is a leading financial institution located at 35 Celebration Drive in Rochester, New York.

    Financial Service
    Details
  • #243

    Patricia Deane - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed
    2024 W Henrietta Rd Ste 5D, Rochester, NY 14623, United States
    585-292-9850
    ameripriseadvisors.com

    Patricia Deane, a financial advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, is dedicated to helping clients achieve their financial goals.

    Photo of Patricia Deane - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA Photo of Patricia Deane - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623, USA
    Financial Service
    Details
  • #244

    Focused Wealth Advisors

    ● Closed
    160 Allens Creek Rd #270, Rochester, NY 14618, United States
    585-381-2662
    focusedwealthadvisors.com

    Focused Wealth Advisors is a leading finance institution located at 160 Allens Creek Road in Rochester, New York.

    Photo of Focused Wealth Advisors - 160 Allens Creek Road, Rochester, NY 14618, USA Photo of Focused Wealth Advisors - 160 Allens Creek Road, Rochester, NY 14618, USA Photo of Focused Wealth Advisors - 160 Allens Creek Road, Rochester, NY 14618, USA
    Financial Service
    Details
  • #245

    Marianne Bolton - RBC Wealth Management Financial Advisor

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    585-423-2163
    us.rbcwealthmanagement.com

    Marianne Bolton - RBC Wealth Management Financial Advisor is a leading financial institution located at 80 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #246

    Michael Bianchi - RBC Wealth Management Financial Advisor

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    585-423-2166
    us.rbcwealthmanagement.com

    Michael Bianchi - RBC Wealth Management Financial Advisor is a leading financial institution located in Rochester, New York.

    Financial Service
    Details
  • #247

    Nick Lennon - RBC Wealth Management Financial Advisor

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    585-423-2144
    us.rbcwealthmanagement.com

    Nick Lennon - RBC Wealth Management Financial Advisor is a renowned finance institution located at 80 Linden Oaks in Rochester, New York, United States.

    Photo of Nick Lennon - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA Photo of Nick Lennon - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #248

    Galina Kolossovsky - RBC Wealth Management Financial Advisor

    ● Closed
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    585-423-2136
    us.rbcwealthmanagement.com

    Galina Kolossovsky - RBC Wealth Management Financial Advisor is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States.

    Photo of Galina Kolossovsky - RBC Wealth Management Financial Advisor - 80 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #249

    Acker & Collins Advisors

    ● Open
    100 Allens Creek Rd #120, Rochester, NY 14618, United States
    585-533-0072
    ackercollins.com

    Acker & Collins Advisors is a leading financial institution located at 100 Allens Creek Road in Rochester, New York, United States.

    Financial Service
    Details
  • #250

    Mendon Capital Advisors

    ● Closed
    150 Allens Creek Rd, Rochester, NY 14618, United States
    585-770-1770
    mendoncapital.com

    Mendon Capital Advisors is a finance institution located at 150 Allens Creek Road in Rochester, New York.

    Financial Service
    Details
  • #251

    Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    90 Linden Oaks Ste 230, Rochester, NY 14625, United States
    585-461-2280
    ameripriseadvisors.com

    Krystal Lang, a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance.

    Photo of Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA Photo of Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #252

    Spafford-Winagle Agency

    ● Closed
    55 Greenaway Rd, Rochester, NY 14610, United States
    407-301-2340

    The Spafford-Winagle Agency is a reputable finance and insurance agency located at 55 Greenaway Road in Rochester, New York, United States.

    Financial Service Insurance Agency
    Details
  • #253

    Erica L. Cummings - RBC Wealth Management Branch Director

    ● Open
    80 Linden Oaks Suite 220, Rochester, NY 14625, United States
    585-423-2141
    us.rbcwealthmanagement.com

    Erica L. Cummings - RBC Wealth Management Branch Director is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a branch director, Erica L.

    Photo of Erica L. Cummings - RBC Wealth Management Branch Director - 80 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • #254

    William J Schwappacher - Morgan Stanley

    ● Open
    300 Linden Oaks #200, Rochester, NY 14625, United States
    585-264-4514
    advisor.morganstanley.com

    William J Schwappacher - Morgan Stanley is a premier finance institution located in Rochester, New York, United States.

    Financial Service
    Details
  • #255

    Shemirani Rocca Wealth Management - UBS Financial Services Inc.

    ● Open
    400 Linden Oaks, Rochester, NY 14625, United States
    585-218-4514
    advisors.ubs.com

    Shemirani Rocca Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 400 Linden Oaks in Rochester, New York, United States.

    Financial Service
    Details
  • #256

    CornerStone Wealth Managment

    ● Open
    1640 Penfield Rd, Rochester, NY 14625, United States
    585-454-8210
    thecornerstonewealthmanagement.com

    CornerStone Wealth Management is a leading financial institution located at 1640 Penfield Road in Rochester, New York.

    Photo of CornerStone Wealth Managment - 1640 Penfield Road, Rochester, NY 14625, USA
    Financial Service
    Details
  • #257

    LUBIN REALTY IV, L.L.C.

    ● Open
    1803 East Ave, Rochester, NY 14610, United States
    585-256-3730
    eastavenuemanagement.com

    Lubin Realty IV, L.L.C. is a reputable real estate agency located at 1803 East Avenue in Rochester, New York, United States. With a strong focus on providing top-notch service and expertise in the real estate market, Lubin Realty IV, L.L.C.

    Real Estate Agent
    Details
  • #258

    Stifel

    ● Open
    295 Woodcliff Dr Suite 305, Fairport, NY 14450, United States
    844-233-8607
    stifel.com

    Stifel is a finance institution located at 295 Woodcliff Drive in Fairport, New York, United States. They provide a range of financial services including investment banking, wealth management, and advisory services.

    Financial Service
    Details
  • #259

    Lipsitz, Ponterio & Comerford, LLC

    ● Open
    605 West Genesee Street, Syracuse, New York 13204, United States
    866-238-1452
    lipsitzponterio.com

    ### Welcome to Lipsitz, Ponterio & Comerford, LLC Located at 605 West Genesee Street, Syracuse, New York, Lipsitz, Ponterio & Comerford, LLC is not just a law firm—it's a passionate advocate for justice.

    Legal Service
    Details
  • #260

    Lipsitz, Ponterio & Comerford, LLC

    ● Open
    616 Niagara Street, Niagara Falls, New York 14303, United States
    866-238-1452
    lipsitzponterio.com

    Welcome to Lipsitz, Ponterio & Comerford, LLC At Lipsitz, Ponterio & Comerford, LLC, located at 616 Niagara Street, Niagara Falls, New York, our dedication to the law extends far beyond a profession—it's our passion.

    Photo of Lipsitz, Ponterio & Comerford, LLC - 616 Niagara Street, Niagara Falls, NY 14303, USA Photo of Lipsitz, Ponterio & Comerford, LLC - 616 Niagara Street, Niagara Falls, NY 14303, USA Photo of Lipsitz, Ponterio & Comerford, LLC - 616 Niagara Street, Niagara Falls, NY 14303, USA
    Legal Service
    Details
  • #261

    Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    215 Washington Street, Watertown, New York 13601, United States
    315-785-0971
    ameripriseadvisors.com

    Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management.

    Photo of Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC - 215 Washington Street, Watertown, NY 13601, USA Photo of Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC - 215 Washington Street, Watertown, NY 13601, USA
    Financial Service
    Details
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